Financial Planner

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Self-Employed Person

MPF option for self-employed person

Preparing to start your venture? Your success depends on the level of risks you face when realizing your plan and whether you can find a trusted partner who cares.

Partnering with Manulife

Manulife understands that entrepreneurs take on different risks. When you focus on taking your venture to heights of success, you require an MPF service provider who can safeguard your golden years. Our one-stop MPF offering aims to provide you with the peace of mind needed to concentrate on building your business.

Services for self-employed person include:

e-MPF Member Online Service: You can manage your MPF account easily on our Customer website anytime, anywhere. Charts will be used to illustrate your latest MPF account information, such as investment risk levels, asset allocation, and a summary of your MPF account movements, for easy understanding of your account status.

e-Alert Service: We will send an alert to your registered email address to notify you of useful information about your MPF account, such as when your latest member benefit statement is available.

Same Day Dealing via online and Interactive Voice Response System (“IVRS”): If we receive any investment instruction(s) from you via online or IVRS before 4pm on any business day, we will process your instruction(s) using the fund price of that day.

Online Member Benefit Statement: Both monthly and annual member benefit statements are available on our Customer website for your review.

To learn more about our electronic services, please contact our Member Hotline at 2108 1388.

Monthly Fund Summary: By logging in through our customer website you may view the Monthly Fund Summary online so as to keep track of our fund information anytime.

Customer Service Center: You may visit our customer service centers located conveniently in Causeway Bay and Kwun Tong if you need any help. Drop box services are also available in our office in Kwun Tong.

Investment Seminars: Investment seminars are held regularly so as to keep you abreast of the latest market trends.

Value-added services

Here are some additional services that may help better manage your retirement planning:

Personal Account

If you ceased to be self-employed, you can set up a personal account at Manulife and consolidate your MPF accrued benefits to it. With a Manulife Personal Account, you may enjoy special privileged rates on our management fees by way of bonus unit rebate (terms and conditions apply).

How to apply and transfer to Manulife?

It is easy to set up a personal account or transfer a scheme with us.

Simply call your Manulife MPF intermediary or our Member Hotline at 2108 1388 for details. For more information, please refer to the Offering Document.

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Personal Account

To manage your retirement investments more efficiently, you may consolidate your MPF accrued benefits from multiple to a single personal account. With Manulife Personal Account you may enjoy special privileged rates on our management fees by way of bonus unit rebate (terms and conditions apply)